Wec Energy Group, Inc.
WEC- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000783325
In the last 90 days, Wec Energy Group, Inc. insiders filed 0 open-market purchases and 1 sale; 1,408 institutions reported holding it in 13F filings for Q2 2026, worth $32.7B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2022
Institutional positions in Wec Energy Group, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,039
- +39 vs. Q1 2022
- Shares held
- 234.8M
- +8.06M (+3.6%) vs. Q1 2022
- Total value
- $23.6B
- +$1.06B (+4.7%) vs. Q1 2022
- New holders
- 106
- 393 more added
- Sold out
- 67
- 279 more reduced
16 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,408 | $32.7B |
| Q1 2026 | 1,381 | $32.2B |
| Q4 2025 | 1,347 | $28.6B |
| Q3 2025 | 1,295 | $30.7B |
| Q2 2025 | 1,258 | $27.5B |
| Q1 2025 | 1,270 | $28.4B |
| Q4 2024 | 1,196 | $24.5B |
| Q3 2024 | 1,132 | $24.2B |
| Q2 2024 | 1,076 | $19.3B |
| Q1 2024 | 1,039 | $20.2B |
| Q4 2023 | 1,051 | $20.5B |
| Q3 2023 | 991 | $19.3B |
| Q2 2023 | 1,026 | $21.1B |
| Q1 2023 | 1,018 | $22.5B |
| Q4 2022 | 1,068 | $22.4B |
| Q3 2022 | 1,012 | $21.0B |
| Q2 2022 | 1,039 | $23.6B |
| Q1 2022 | 1,016 | $22.8B |
| Q4 2021 | 999 | $22.5B |
| Q3 2021 | 927 | $20.3B |
| Q2 2021 | 945 | $20.4B |
| Q1 2021 | 929 | $21.8B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 4,505 | $453.0K | 0.03% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,500 | $453.0K | 0.50% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 4,500 | $452.9K | 0.15% | 00.0% | Unchanged |
| CMC Financial Group | 4,464 | $449.0K | 0.76% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,466 | $449.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,423 | $445.0K | 0.06% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,362 | $439.0K | 0.85% | +4,362 | New |
| Citizens Financial Group Inc | 4,350 | $438.0K | 0.02% | −14−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,342 | $436.0K | 0.02% | −141−3.1% | Reduced |
| First Affirmative Financial Network | 4,337 | $436.0K | 0.50% | +3+0.1% | Added |
| Carl P. Sherr & Co., LLC | 4,305 | $433.0K | 0.32% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,283 | $431.0K | 0.10% | +10.0% | Added |
| Alhambra Investment Partners LLC | 4,265 | $429.0K | 0.31% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,267 | $429.0K | 0.08% | +4,267 | New |
| Ziegler Capital Management, LLC | 4,239 | $427.0K | 0.02% | +4,239 | New |
| 1st Source Bank | 4,202 | $423.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,189 | $422.0K | 0.04% | +268+6.8% | Added |
| Becker Capital Management Inc | 4,137 | $416.0K | 0.02% | −150−3.5% | Reduced |
| Mirabella Financial Services LLP | 4,122 | $415.0K | 0.04% | −858−17.2% | Reduced |
| Sawtooth Solutions, LLC | 4,087 | $411.0K | 0.05% | +379+10.2% | Added |
| Old Mission Investment Co LLC | 4,069 | $409.5K | 0.18% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,060 | $409.0K | 0.04% | −143−3.4% | Reduced |
| Heritage Trust Co | 4,069 | $409.0K | 0.07% | −28−0.7% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $409.0K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,048 | $408.0K | 0.08% | −1,457−26.5% | Reduced |
| Resources Investment Advisors, LLC. | 4,054 | $408.0K | 0.02% | +17+0.4% | Added |
| Cypress Capital Management LLC | 4,003 | $403.0K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,987 | $401.0K | 0.06% | +10.0% | Added |
| Wellington Management Group LLP | 3,979 | $400.0K | 0.00% | −6,942−63.6% | Reduced |
| Hanson & Doremus Investment Management | 3,947 | $397.0K | 0.10% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,928 | $395.0K | 0.05% | +18+0.5% | Added |
| Bank of New Hampshire | 3,918 | $394.0K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,907 | $393.0K | 0.03% | +176+4.7% | Added |
| Gyon Technologies Capital Management, LP | 3,854 | $388.0K | 0.11% | +1,549+67.2% | Added |
| Midwest Professional Planners, LTD. | 3,832 | $386.0K | 0.22% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,829 | $385.0K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 3,823 | $385.0K | 0.03% | +250+7.0% | Added |
| WealthTrust Axiom LLC | 3,816 | $384.0K | 0.14% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 3,807 | $383.0K | 0.25% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 3,773 | $380.0K | 0.01% | −230−5.7% | Reduced |
| Main Street Financial Solutions, LLC | 3,763 | $379.0K | 0.05% | +168+4.7% | Added |
| Avantax Advisory Services, Inc. | 3,752 | $378.0K | 0.01% | +73+2.0% | Added |
| FourThought Financial, LLC | 3,745 | $377.0K | 0.06% | −312−7.7% | Reduced |
| Private Trust Co NA | 3,730 | $375.0K | 0.06% | +417+12.6% | Added |
| John G Ullman & Associates Inc | 3,682 | $371.0K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,686 | $371.0K | 0.15% | +3,686 | New |
| Jane Street Group, LLC | 3,673 | $370.0K | 0.00% | −38,616−91.3% | Reduced |
| Toroso Investments, LLC | 3,680 | $370.0K | 0.01% | −446−10.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $367.0K | 0.08% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,633 | $366.0K | 0.08% | +3,633 | New |
| Capital Advisors Inc | 3,628 | $365.0K | 0.01% | 00.0% | Unchanged |
| Bank of Stockton | 3,632 | $365.0K | 0.14% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,626 | $365.0K | 0.01% | +3,626 | New |
| Focus Financial Network, Inc. | 3,606 | $362.9K | 0.03% | +722+25.0% | Added |
| World Equity Group, Inc. | 3,601 | $362.4K | 0.09% | −46−1.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,600 | $362.0K | 0.10% | −1,200−25.0% | Reduced |
| Sandy Spring Bank | 3,599 | $362.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,575 | $360.0K | 0.27% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,533 | $356.0K | 0.03% | +8+0.2% | Added |
| Mark Stevens | 3,520 | $354.0K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,397 | $353.0K | 0.03% | −651−16.1% | Reduced |
| Zions Bancorporation, N.A. | 3,503 | $353.0K | 0.04% | +75+2.2% | Added |
| WFA Asset Management Corp | 3,501 | $352.4K | 0.25% | +12+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 3,500 | $352.0K | 0.01% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 3,500 | $352.0K | 0.26% | +3,500 | New |
| Successful Portfolios LLC | 3,454 | $348.0K | 0.23% | −48−1.4% | Reduced |
| Bridgefront Capital, LLC | 3,460 | $348.0K | 0.39% | +3,460 | New |
| Alpha Paradigm Partners, LLC | 3,442 | $346.0K | 0.14% | +3,442 | New |
| Lincoln National Corp | 3,426 | $345.0K | 0.01% | −21−0.6% | Reduced |
| Moody National Bank Trust Division | 3,433 | $345.0K | 0.04% | +3,433 | New |
| Crewe Advisors LLC | 3,415 | $344.0K | 0.08% | +15+0.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,418 | $344.0K | 0.51% | +3,418 | New |
| Lewis Capital Management, LLC | 3,410 | $343.0K | 0.49% | 00.0% | Unchanged |
| Planning Center, Inc. | 3,390 | $343.0K | 0.27% | +29+0.9% | Added |
| Summit Asset Management, LLC | 3,335 | $336.0K | 0.10% | −30−0.9% | Reduced |
| Regal Investment Advisors LLC | 3,335 | $336.0K | 0.03% | +114+3.5% | Added |
| Capital Investment Services of America, Inc. | 3,336 | $336.0K | 0.04% | +1,242+59.3% | Added |
| Centre Asset Management, LLC | 3,333 | $335.0K | 0.09% | −46−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,319 | $334.0K | 0.04% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,305 | $333.0K | 0.07% | +2+0.1% | Added |
| IHT Wealth Management, LLC | 3,312 | $333.0K | 0.03% | +10.0% | Added |
| Galvin, Gaustad & Stein, LLC | 3,287 | $331.0K | 0.03% | −76,982−95.9% | Reduced |
| National Asset Management, Inc. | 3,275 | $331.0K | 0.01% | +757+30.1% | Added |
| Duncker Streett & Co Inc | 3,280 | $330.0K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,266 | $329.0K | 0.01% | −117−3.5% | Reduced |
| Rehmann Capital Advisory Group | 3,264 | $328.5K | 0.04% | +40+1.2% | Added |
| Rafferty Asset Management, LLC | 3,258 | $328.0K | 0.00% | −655−16.7% | Reduced |
| D L Carlson Investment Group Inc | 3,255 | $328.0K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,250 | $327.0K | 0.22% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,231 | $325.0K | 0.05% | −170−5.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,200 | $322.0K | 0.01% | −56−1.7% | Reduced |
| Bailard, Inc. | 3,203 | $322.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,196 | $322.0K | 0.07% | −5−0.2% | Reduced |
| Parallel Advisors, LLC | 3,185 | $321.0K | 0.01% | −366−10.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,186 | $321.0K | 0.08% | +517+19.4% | Added |
| Schechter Investment Advisors, LLC | 3,201 | $321.0K | 0.03% | +718+28.9% | Added |
| Haverford Trust Co | 3,180 | $320.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,181 | $320.0K | 0.01% | +163+5.4% | Added |
| Pitcairn Co | 3,173 | $319.0K | 0.03% | +46+1.5% | Added |
| MBE Wealth Management, LLC | 3,149 | $317.0K | 0.22% | +508+19.2% | Added |